Uma Financial Services, Inc. Dimensional ETF Tr Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

A detailed history of Uma Financial Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 79,618 shares of DFAX stock, worth $2.07 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

79,618

Previous 92,738 14.15%

Holding current value

$2.07 Million

Previous $2.36 Million 8.78%

% of portfolio

0.39%

Previous 0.46%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$24.29 - $27.25 $318,684 - $357,520	-13,120 Reduced 14.15%	79,618 $2.15 Million
Q2 2024 Jul 17, 2024	BUY	$24.57 - $26.36 $91,940 - $98,639	3,742 Added 4.2%	92,738 $2.36 Million
Q1 2024 Apr 17, 2024	SELL	$23.42 - $25.45 $491 - $534	-21 Reduced 0.02%	88,996 $2.26 Million
Q4 2023 Jan 23, 2024	BUY	$21.44 - $24.42 $1,822 - $2,075	85 Added 0.1%	89,017 $2.17 Million
Q3 2023 Oct 10, 2023	BUY	$22.41 - $24.35 $4,347 - $4,723	194 Added 0.22%	88,932 $2 Million
Q2 2023 Jul 05, 2023	BUY	$22.56 - $24.03 $6,339 - $6,752	281 Added 0.32%	88,738 $2.07 Million
Q1 2023 Apr 20, 2023	BUY	$21.74 - $23.72 $1,217 - $1,328	56 Added 0.06%	88,457 $2.04 Million
Q4 2022 Jan 25, 2023	BUY	$18.81 - $22.36 $23,681 - $28,151	1,259 Added 1.44%	88,401 $0
Q3 2022 Oct 06, 2022	BUY	$18.89 - $22.64 $15,603 - $18,700	826 Added 0.96%	87,142 $1.73 Million
Q2 2022 Aug 02, 2022	BUY	$21.22 - $25.37 $4,328 - $5,175	204 Added 0.24%	86,316 $1.91 Million
Q1 2022 May 05, 2022	BUY	$23.26 - $26.72 $2,767 - $3,179	119 Added 0.14%	86,112 $2.06 Million
Q4 2021 Jan 11, 2022	BUY	$25.17 - $26.82 $11,678 - $12,444	464 Added 0.54%	85,993 $2.26 Million
Q3 2021 Oct 19, 2021	BUY	$25.83 - $27.21 $2.21 Million - $2.33 Million	85,529 New	85,529 $2.27 Million

Others Institutions Holding DFAX

# of Institutions

542

Shares Held

239M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Uma Financial Services, Inc. Dimensional ETF Tr Transaction History